MarketGrader and Quorus Partner to Bring Tax-Aware Equity Strategies to Wealth Managers
Partnership expands advisor access to MarketGrader's rules-based stock selection strategies, including new
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CORAL GABLES, Fla. and WESTPORT, Conn., Aug. 24, 2026 (GLOBE NEWSWIRE) — MarketGrader, a global equity research firm specializing in index and portfolio construction, and Quorus Inc., a technology-enabled asset manager specializing in tax-aware portfolio implementation, today announced a partnership that will give financial advisors and wealth managers a new way to access MarketGrader’s fundamentals-based investment strategies through individually managed client portfolios.
Under the partnership, MarketGrader will design and maintain the underlying investment strategies, while Quorus will provide discretionary portfolio implementation, trading and tax-aware management. Available via separately managed accounts (SMAs), the offering will include long-only strategies based on MarketGrader’s extensive lineup of fundamentally driven stock selection indexes, which have consistently outperformed both market cap weighted equity benchmarks and professional stock pickers across market cycles, as well as a new generation of long/short strategies designed around specific investor objectives, including equity hedging, equity diversification and alpha enhancement.
“Our partnership with Quorus represents an important expansion of how wealth managers can access MarketGrader’s investment capabilities,” said Carlos Diez, CEO of MarketGrader. “We can now deliver both our established long-only strategies and a new generation of outcome-oriented long/short solutions in individually managed portfolios, while Quorus provides the tax-aware implementation and operational infrastructure around them. It gives advisors access to differentiated investment strategies in a format that is both highly customizable and remarkably simple to deploy.”
Quorus’s implementation framework complements MarketGrader’s systematic stock-selection process with SMA account-level customization, ongoing tax-loss harvesting and tax-aware portfolio transitions. For investors entering a MarketGrader strategy with appreciated securities or other legacy holdings, Quorus can manage the transition toward the target portfolio over time with the objective of balancing investment priorities with the tax consequences of realizing embedded gains. Its platform also simplifies administration by allowing strategies and tax management to reside within a single client account, with one statement and one tax report.
“One of the most important decisions an advisor makes is the strategy they choose for a client,” said John Hill, CFA, Co-Founder and CEO of Quorus. “Tax management matters in a taxable account, but it cannot come at the expense of the investment intent. MarketGrader has built a rigorous, transparent process, and we are excited to partner with them on a custom, tax-managed SMA product for advisors and their clients.”
The partnership also marks an expansion of MarketGrader’s strategy-development capabilities beyond traditional long-only portfolios. Its new long/short framework applies MarketGrader’s rules-based company-selection methodology to both sides of the portfolio and can be configured for distinct investment objectives, ranging from equity hedging and diversification to enhanced exposure to MarketGrader’s stock-selection signals.
By combining MarketGrader’s investment research and portfolio design with Quorus’s discretionary implementation and tax-management capabilities, the firms aim to provide wealth managers with a scalable way to offer differentiated, tax-aware equity solutions without having to build the investment and implementation infrastructure internally.
About MarketGrader
MarketGrader is a global equity research firm specializing in index and portfolio construction. Founded in 1999, MarketGrader developed a proprietary framework for evaluating public companies based on Growth, Value, Profitability and Cash Flow. Today, the firm evaluates more than 41,000 companies worldwide every day and applies its research and stock-selection discipline to build transparent, rules-based indexes and investment strategies. For more than two decades, MarketGrader’s research has powered investment solutions for leading asset managers, wealth managers and financial institutions globally.
For more information, visit www.marketgraderindexes.com
About Quorus
Quorus is a technology-driven asset manager that enables investment managers and financial advisors to offer custom, tax-managed versions of their investment strategies at scale. Quorus combines portfolio management technology and investment expertise to implement customized portfolios at the individual account level, including separately managed accounts, unified managed accounts and long/short strategies. Founded in 2022 and based in Westport, Connecticut, Quorus is an investment adviser registered with the Securities and Exchange Commission.
For more information, visit www.quorus.io.
Media Contacts
Quorus: John Hill, CEO, john@quorus.io
MarketGrader: Danielle Black, danielle.black@keramas.net
